Investigations Notebook Field Definitions

Below is a description of the fields contained in the main (or header) section of the Investigations notebook. Note that, because this screen scrolls horizontally, the screen excerpts and field definitions have been presented in segments. To add a record, see Adding an Investigation Record.

Field	Description	Required (Y/N)
Investigation #	The number assigned to the investigation. This number is populated automatically when a record is added and saved.	Y
Name	A name that describes the investigation.	Y
Inv. Type	The investigation matter type. Select this value from a dropdown menu.	Y
Subtype	The investigation matter subtype. Select this value from a dropdown menu.	N
Stage	The stage of the matter. Select this value from a dropdown menu,	N (optional)
Office	The location of the office that is handling the matter.	N
Status Flag	Indicates whether the matter is opened or closed.	Y
Status	The status of the matter (e.g., opened, closed, dismissed).	Y
Opened	The date the investigation was opened.	N (optional)
Closed	The date the investigation was closed.	N
Desc	A description of the investigation matter.	N
Practice Area	A name of the practice area handling the matter.	Y
Patriot Act	Requires a checkmark to indicate if the investigation is being conducted under the Patriot Act (checked = Yes, unchecked = No).	N

Note: LawManager records include fields containing audit and security information. For a detailed explanation of these fields, see Viewing Audit Fields and Security Information.